See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,212 | $71,050-25.1% | $93,606-43.2% | $80,856-34.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.28% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,065 | $1,564+32.0% | $2,420-14.7% | $2,755-25.1% |
| Participant deferral / active EE | $3,000 | $4,034-25.6% | $4,411-32.0% | $4,296-30.2% |
| Admin fee / account holder | $740 | $6,945-89.3% | $8,285-91.1% | $6,918-89.3% |